Advanced IHT & Planning for High-Net-Worth Clients - A Practical Guide

Introduction

Are you advising high net worth and ultra-high net worth individuals?

This new seminar will provide a comprehensive look at advanced level inheritance tax ensuring that you identify the tax implications of your advice and the best possible planning opportunities for your clients.

Practical tips, worked examples, and case studies will help you to consider the principles taught in real life situations.

What You Will Learn

This course will cover the following:

• Types of Gifts and impact on the death estate
• GROBS and POAT
• The 14 year shadow for LCTs
• Valuations and deductible debts
• BPR
• APR
• Section 39A IHTA 1984
• Fall in value relief
• Post-mortem reliefs
• Single and double grossing
• Heritage assets
• Domicile and double tax relief
• Quick succession relief
• Planning case studies and opportunities